LAKE NORMAN ADVISORS - Key Persons

Job Titles:

• President
• President of JBS Liberty Securities, Inc
• President of Synergy Wealth Management

Jeff Jones serves as President of Synergy Wealth Management. He has over 18 years of experience in the financial services industry. He began his career in 1990 as an attorney in Concord, North Carolina. Prior to becoming President of Synergy Wealth Management, he served as General Counsel for two national broker dealers. Jeff Jones currently serves as President of JBS Liberty Securities, Inc. a registered broker dealer that concentrates on institutional brokerage business. Jeff is also In addition, Jeff is the owner of Jones Law Firm has extensive experience in a broad range of estate planning and administration issues. Jeff's practice areas are Estate Planning and Administration, Elder Law and Business Law including: Wills, Trusts, Advances Directives, Powers of Attorney, Pet Trusts and Special Needs Planning for adults and children with disabilities, Medicaid Pre-Planning and Crisis Planning, Guardianship, Long Term Care Planning. Entity Formation - LLC's, S Corporations, Buy/Sell Agreements, Business Succession Planning. Jeff regularly advises and represents clients in the following areas: Implementing sophisticated estate planning techniques to minimize the impact of estate inheritance, and income taxes on a decedent's estate, including charitable trusts, grantor retained trusts, qualified personal residence trusts and other tax-savings devices; Creating living trusts to enable management and conservation of assets, enhance tax savings and avoid probate; Establishing and implementing irrevocable life insurance trusts; Handling estate administration matters; Advising fiduciaries concerning their powers and duties; Coordinating retirement plan benefits in the estate planning setting; and Gift planning to facilitate the transfer of assets during life at minimal gift tax cost and planning and carrying out a variety of tax-free reorganizations involving family. Jeff Jones currently serves as President of JBS Liberty Securities, Inc. a registered broker dealer that concentrates on institutional brokerage business. Jeff also serves as the manager of Synergy Investment Group, LLC, a North Carolina Registered Investment Advisor. Jeff lives in Concord, North Carolina and enjoys spending time with his wife, Anita and their three grown children, Myers, Sam and Helen.

Job Titles:

• Financial Representative

Catawba College, B.A., Business Administration - Finance Series 6, 7, 9, 10, 63, 65, and 66 Securities Licenses North Carolina Life and Health Insurance Licenses Jeff joined Synergy Wealth Management in 2010. He began his career... Jeff joined Synergy Wealth Management in 2010. He began his career in the Financial Services Industry in 1994. Jeff currently resides in Salisbury North Carolina with his wife Kim and their three children, Laura, Jaden and Trevor.

Job Titles:

• Chief Compliance Officer

Joe joined Synergy Wealth Management in 2005. He began his career at Merrill Lynch. Joe has a son Jack who recently graduated from the University of North Carolina Chapel Hill. He is also the Chief Compliance Officer of Synergy Investment Group, Inc.

Job Titles:

• Administrative Assistant

Martha spent over 40 years in the Retail and Small Business Banking industry. Martha joined Synergy Wealth Management in 2013 and quickly became the official client greeter. She handles the initial client engagement and takes care of our client's every need. She has a passion for helping people realize their dreams both personally and professionally. Martha is a native of Charlotte, NC and the proud mother of a daughter who resides in Lexington, Kentucky with her husband and three wonderful children.

Serving the Lake Norman Region, Michael provides personalized investment advice to help you achieve your financial goals. As a CFP and graduate of Franklin University with a Bachelor's of Science in Financial Planning, he utilizes a... Serving the Lake Norman Region, Michael provides personalized investment advice to help you achieve your financial goals. As a Certified Financial Planner Professional and graduate of Franklin University with a Bachelor's of Science in Financial Planning, he utilizes a one-on-one approach to develop a customized plan to help you Grow, Maintain and Transfer your wealth. Michael's goal is to develop a customized strategy which reflects each client's specific goals and needs. Michael has been happily married since 2011 and has two wonderful children. When not working or spending time with his family, Michael enjoys golfing, doing yardwork, and spending time on the lake.

Job Titles:

• Financial Advisor

Ryan started in the financial industry in the mid '90s moving his way up from a night teller while a full-time student to Financial Advisor, Manager, and Chief Compliance Officer. In 2010 Ryan joined Synergy Wealth Management as an independent advisor. He enjoys building individualized financial plans for his clients that help them to live and grow securely. Ryan believes saving for a secure financial future is important, but making room in your budget now for flexibility for the things you want and need are essential. Ryan was born and raised near Washington D.C. He was one of 3 boys raised in a military family. In 2006 he moved to North Carolina with his wife to focus on their quality of life, which he believes should be a part of everyone's financial planning. Ryan and his wife Jen live in Cornelius with their two active boys Payton and Miles. He enjoys being involved with coaching, volunteering, and participating in whatever the boys are into at any given time. When he is not coaching or playing with the neighborhood kids, he enjoys date-nights with his lovely wife Jen trying new restaurants, and having new experiences.

Job Titles:

• CFO
• Synergy Wealth Management in 2007 As Assistant Controller

University of South Carolina, B.S, Accounting Series 27 Securities License - Financial and Operational Principal Tracy joined Synergy Wealth Management in 2007 as Assistant Controller. As the Chief Financial Officer, she is... Tracy joined Synergy Wealth Management in 2007 as Assistant Controller. As the Chief Financial Officer, she is responsible for all the finances for the company. Before joining Synergy, she was a team leader in a group preparing IRS Form 5500-series returns for employee benefit plans and spent time working in a payroll department. Outside of her job, she enjoys spending time with her family and reading. She is also on the board of a children's home that provides housing for abused children.